See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $687,113 | $138,347+396.7% | $184,203+273.0% | $80,856+749.8% |
| Participation rate | 89.4% | 83.9%+5.5pp | 86.8%+2.6pp | 67.6%+21.8pp |
| Annual return | 37.93% | 20.02%+17.9pp | 28.81%+9.1pp | 35.59%+2.3pp |
| Employer contribution / active EE | $8,663 | $4,850+78.6% | $6,427+34.8% | $2,755+214.5% |
| Participant deferral / active EE | $12,992 | $7,071+83.7% | $9,131+42.3% | $4,296+202.4% |
| Admin fee / account holder | $11,421 | $10,483+8.9% | $13,901-17.8% | $6,918+65.1% |